Media & Appearances

Media Mentions

3 Questions with Financial Advisers – Chicago Tribune, August 23, 2011:  Kristin Samuelson interviews Cheryl and fellow NAPFA member Chris Long about how clients are reacting to market news.

Financial Guidance Without Conflicts of Interest – Chicago Tribune PrimeTime: Active Adults Section, June 12, 2011:  Cheryl and others discuss how fee-only advice is different, and how to find a fee-only financial advisor.

Financial Tuneup: How to Self-Diagnose Your Financial Health – New York Times, March 25, 2010:  Tara Siegel Bernard interviews Cheryl and other financial professionals to discuss annual financial “physicals”.

How You Can Save Your 401(k) - MSN Money, October 14, 2008:  Tim Middleton quotes Cheryl and other financial planners and compiles 6 ways to make sure your 401(k) keeps working for you through turbulent markets.

7 “Psycho” Money Traps and How to Avoid Them – Yahoo! Finance, October 1, 2008:  Teri Cettina discusses how investors “psych” themselves into bad or suboptimal decisions when it comes to money.

About Fiduciary Planners

Pick a Planner Who Can Spell “Fiduciary” – New York Times, April 26, 2008:  It’s important to pick the right planner.  One consideration is whether they’re a fiduciary.  This article explores why it’s important to have a fiduciary financial advisor, and how to find out whether your advisor is a fiduciary.

Available Presentations

Planting your Life Garden – How to Design Your Financial Landscape – Have Cheryl give this entertaining, informative talk at your next Chicago-area Garden Club meeting.  Email us for details.